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Jennifer Lynn Schuette

PORTFOLIO DESIGN ADVISORS, INC.·ENGLEWOOD, Colorado
Unclaimed Profile
9635 MAROON CIRCLE, ENGLEWOOD, CO 80112CRD# 2759403Firm CRD# 137789
01

About

Jennifer Lynn Schuette is a registered financial advisor based in ENGLEWOOD, Colorado, affiliated with PORTFOLIO DESIGN ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PORTFOLIO DESIGN ADVISORS, INC.
PORTFOLIO DESIGN ADVISORS, INC.
AUM
$39M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PORTFOLIO DESIGN ADVISORS, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2759403
Firm CRD# 137789
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Lynn Schuette offer?
Jennifer Lynn Schuette specializes in Investment Management, Fee-Only Advisory. Contact their office in ENGLEWOOD, Colorado for a consultation.
What are Jennifer Lynn Schuette's credentials?
Jennifer Lynn Schuette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Lynn Schuette located?
Jennifer Lynn Schuette is based in ENGLEWOOD, Colorado, working with PORTFOLIO DESIGN ADVISORS, INC.. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.
How does Jennifer Lynn Schuette charge for services?
Jennifer Lynn Schuette's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO DESIGN ADVISORS, INC.?
PORTFOLIO DESIGN ADVISORS, INC. has approximately 4 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PORTFOLIO DESIGN ADVISORS, INC.

George Theodore Diachok
CENTENNIAL, CO
Wesley Lee Strode
CENTENNIAL, CO

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Nearby cities in Colorado
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Research
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